Guidant Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Guidant Wealth Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$287K	Hold	4,273	–	–	0.11%	95
2019 Q2	$285K	Sell	4,273 -93	-2%	-$6.09K	0.11%	97
2019 Q1	$281K	Buy	4,366 +1,191	+38%	+$73.9K	0.11%	94
2018 Q4	$180K	Sell	3,175 -4,424	-58%	-$272K	0.08%	85
2018 Q3	$1.14M	Sell	7,599 -86	-1%	-$5.63K	0.48%	25
2018 Q2	$1.09M	Sell	7,685 -108	-1%	-$6.71K	0.48%	25
2018 Q1	$1.07M	Sell	7,793 -869	-10%	-$54.3K	0.49%	24
2017 Q4	$1.19M	Buy	8,662 +4,531	+110%	+$270K	0.53%	24
2017 Q3	$240K	Hold	4,131	–	–	0.17%	38
2017 Q2	$229K	Sell	4,131 -617	-13%	-$33.9K	0.12%	66
2017 Q1	$254K	Sell	4,748 -232	-5%	-$12.4K	0.13%	62
2016 Q4	$260K	Hold	4,980	–	–	0.15%	60
2016 Q3	$245K	Buy	+4,980	New	+$246K	0.15%	61

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Guidant Wealth Advisors's ITOT Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2019 at 4,273 shares worth $287K. The position accounts for 0.11% of the portfolio, ranked #95.

Guidant Wealth Advisors first reported a position in ITOT in Q3 2016 and has held it in 13 quarters since. The position peaked at $1.19M in Q4 2017. 582 funds tracked by Wall St. Rank hold ITOT as of Q3 2019.

Guidant Wealth Advisors held 4,273 shares of iShares Core S&P Total US Stock Market ETF worth $287K as of Q3 2019.
Guidant Wealth Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2019.
iShares Core S&P Total US Stock Market ETF made up 0.11% of Guidant Wealth Advisors's portfolio in Q3 2019, its #95 holding.
Guidant Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1.19M in Q4 2017.
582 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.